See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,817 |
ARGI INVESTMENT SERVICES LLC2 years Filed as: ARGI INVESTMENTS SERVICES, LLC Service code 16 · EIN 27-1003080 | Consulting | $34,101 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,660 | $64,119+407.9% | $112,228+190.2% | $66,914+386.7% |
| Participation rate | 98.2% | 68.5%+29.7pp | 75.1%+23.1pp | 69.8%+28.4pp |
| Annual return | -16.89% | -13.81%-3.1pp | 27.45%-44.3pp | 1.58%-18.5pp |
| Employer contribution / active EE | $11,108 | $3,005+269.6% | $3,635+205.6% | $2,544+336.6% |
| Participant deferral / active EE | $11,088 | $3,693+200.2% | $4,728+134.5% | $4,237+161.7% |
| Admin fee / account holder | $460 | $625-26.5% | $6,410-92.8% | $593-22.5% |